RIGKX Mutual Fund

NAV$18.99

Returns Overview

1 Month
+1.44%
3 Months
+8.11%
6 Months
+8.81%
YTD
+7.53%
1 Year
+18.11%
3 Years (annualized)
+16.84%
5 Years (annualized)
+8.72%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RIGKX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.53%
Peer Avg (YTD)
+9.13%
vs Peers
-1.60%

RIGKX Mutual Fund Performance

RIGKX performance across multiple time periods: 1-month 1.44%, YTD 7.53%, 1-year 18.11%, 3-year 16.84%, 5-year 8.72%, 10-year 9.68%.

RIGKX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

RIGKX performance comparison shows side-by-side returns with another fund. RIGKX alternatives are available in the Mutual Fund Screener.